Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Blair Evans is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with The Millstone Evans Group, LLC, in Boulder, Colorado, and Texas. Gregory has previously been registered with Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Gregory is a Series 7, Series 10, Series 24, Series 31, Series 5, and Series 63 licensed professional and holds the SIE designation. Gregory specializes in providing financial planning services, including retirement planning, investment management, and college savings plans. Gregory also provides educational seminars and publishes blogs and podcasts on financial topics. Gregory's approach is to build long-term relationships with clients and help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Blogs and podcasts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/13/2022 - Present
THE Millstone Evans Group, LLC (BOULDER CO)
CO
07/07/1997 - 12/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
MO
10/02/1986 - 07/09/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
03/23/1981 - 10/10/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 04/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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